Old School Value blog

Empowering value investors with stock valuation, ideas and tutorials

Excellent Business and Industry Analysis of NFLX

Keeping it simple. Just two links for you this weekend.

Netflix’s History and Its Business Transformation

In particular, the business model of Netflix is changing and its financial performance will be quite different in the future. Anyone investing in Netflix right now is essentially investing in a restructuring. However, unlike classic restructuring carried out at the last minute when the company is failing, Netflix is profitable and is trying to create a new market.

The Loser’s Game (pdf)

Most institutional investment managers continue to believe, or at least say they believe, that they can and soon will again “outperform the market.” They won’t and they can’t. And the purpose of this article is to explain why not… The investment management business (it should be a profession but is not) is built upon a simple and basic belief: Professional money managers can beat the market. That premise appears to be false.

No Comments

No comments yet.

Leave a comment


(Required)


(Required and not published nor shared)